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BobWang

The Master Quicken Thread

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I decided it was time to document all the quirks and workarounds I've developed for big and not so big "features" in Quicken, especially the 2013 version.

 

CC = Credit Card

DC = Direct Connect

EWC = Express Web Connect

H&B = Home & Business

OSU = One Step Update

SU = Schedule Updates

WC = Web Connect

 

CBers who use Quicken

http://creditboards....howtopic=288302

http://creditboards....howtopic=350908

http://creditboards....howtopic=383750

 

You cannot Password protect your Quicken file if you want OSU to run automatically without starting Quicken.

 

Quicken can be persnickety about passwords:

http://creditboards....howtopic=481106

http://creditboards....howtopic=478103

 

Quicken is NOT designed for networks, Intuit explicitly does not support sharing problems:

http://creditboards....howtopic=473231

 

If you do a WC, link to an existing account, but get an "Account does not exist" error, the Account name is probably too long.

 

If EWC gives you a "Password Change" error, the web site may be awaiting answers to security challenge questions.

 

Many EWC FIs will present Security Challenge questions during a OSU, so will fail if unattended (e.g. AllyBank, AmEx Bank, BofA, Barclays, CapOne Bank, FIA, FKFCU, HSBC, ING Direct (CapOne 360), Lexus, RBS, State Farm, U.S. Bank, Walmart, etc.)

 

Giving transactions a manual download date in Quicken 2013 no longer hides it in "Match Manually". To hide the transaction, make the Category a transfer to the account itself, like "Opening Balance"

 

Do not use the "Show Cash Balance in Checking Account" in Brokerage Accounts, if you did, and need to recover:

http://creditboards....howtopic=493188

 

If you have multiple EWC login IDs at an FI, be careful about accepting transactions:

http://creditboards....howtopic=474104

 

 

 

Andrews FCU = Downloads currently not available. When/If available, enable via User Services-Security Settings-Personal Finance Software Access

 

BofA/FIA credit card accounts MAY only download after statements close.

3-2-1 downloads during the month:

http://creditboards....howtopic=473231

 

Chase = DC (Activate by going to Customer Center-Reference Center-Tools-Activate Quicken)

 

Citibank Web Connect = WC (ONLY use if no other alternative)

Citi Cards = DC (Use THIS one)

Citi Cards = DC fails with a credit balance on card

http://creditboards....howtopic=501646

 

Discover Card Account Center = EWC (Do NOT Use this one)

Discover Card = DC (Use THIS one)

Discover Card = Fluctuates between Card Number, and User ID (Better)

http://creditboards....howtopic=496665

 

NASA FCU = DC

http://creditboards....howtopic=466875

 

NFCU = EWC (Password quirks)

http://creditboards....howtopic=403481

 

PenFed = EWC (Error usually means Security Answer needs to be updated on web site)

 

PSECU = DC

http://creditboards....howtopic=454164

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Quicken Deluxe 2013 power user here.

 

Partners Federal CU - EWC

DCU - EWC

LMCU - EWC

USAA - DC

AMEX - DC

Vanguard - DC

American Funds - DC

ShareBuilder - DC

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Quicken Deluxe 2013 power user here.

 

Partners Federal CU - EWC

DCU - EWC

LMCU - EWC

USAA - DC

AMEX - DC

Vanguard - DC

American Funds - DC

ShareBuilder - DC

Thanks, foe.

 

Alliant has a message that my Traditional and Roth IRAs cannot be downloaded via EWC, because that method is not supported by Investment Accounts

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Alliant CU Quicken EWC hiccup this morning.

 

The last transaction in all my accounts downloaded again.

 

If this happens to you, and the transaction is already downloaded and matched,

 

just delete the duplicate transaction downloaded today.

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Oct 03, R1 Q2013R1 released

Oct 05, R2 downloaded as part of install

Oct 09, R3 released

Oct 12, R4 released

Oct 16, R5 released

Oct 27, R6 released (Biggest bug-fix release so far)

Nov 12, R7 released

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I know Intuit does *NOT* support running quicken on a network. What I've done and I"M AWARE OF THE POTENTIAL SECURITY ISSUES for this is I store my Quicken data in a dropbox.com folder. I make sure I quick Quicken when I finish using it but it allows me to access my Quicken data from any computer I have no matter where I am.

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Hey Bob, have you used the cloud/iPhone app setup?

No, foe, I can't afford those fancy smartphones. :(

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I'm getting the itch to try it, but I get a feeling they are gonna want to charge for space on the cloud :(

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Hey Bob, have you used the cloud/iPhone app setup?

No, foe, I can't afford those fancy smartphones. :(

 

Shirley you jest, sir. :blink::lol:

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Oct 03, R1 Q2013R1 released

Oct 05, R2 downloaded as part of install

Oct 09, R3 released

Oct 12, R4 released

Oct 16, R5 released

Oct 27, R6 released (Biggest bug-fix release so far)

Nov 12, R7 released

Nov 28, R8 released

Dec 19, R9 released

 

http://quicken.intui...h/GEN85043.html

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FYI: Citi Credit Cards Migration

Delete links to Citi Bank Accounts

 

If you want to keep Quicken Direct Connect (DC),

and not be forced to use Express Web Connect (EWC),

delete all credit cards linked to a CitiBankOnline User ID.

 

That way, you'll be offered the option to keep Quicken Direct Connect with the Citicards download connection.

Otherwise, you'll be migrated to EWC, with no way back to DC.

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Oct 03, R1 Q2013R1 released

Oct 05, R2 downloaded as part of install

Oct 09, R3 released

Oct 12, R4 released

Oct 16, R5 released

Oct 27, R6 released (Biggest bug-fix release so far)

Nov 12, R7 released

Nov 28, R8 released

Dec 19, R9 released

Dec 29, R10 released

 

http://quicken.intui...h/GEN85043.html

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A quirk about Ally Bank is that Savings accounts have to be set up as Checking in order to download properly.

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Discover Bank has just gone to free Direct Connect for Savings accounts.

 

If you've been downloading to Quicken via Express Web Connect, de-activate & re-acivate.

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Oct 03, R1 Q2013R1 released

Oct 05, R2 downloaded as part of install
Oct 09, R3 released
Oct 12, R4 released
Oct 16, R5 released
Oct 27, R6 released (Biggest bug-fix release so far)
Nov 12, R7 released
Nov 28, R8 released
Dec 19, R9 released
Dec 29, R10 released

Mar 01, R11 released

http://quicken.intui...h/GEN85043.html

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Oct 03, R1 Q2013R1 released

Oct 05, R2 downloaded as part of install
Oct 09, R3 released
Oct 12, R4 released
Oct 16, R5 released
Oct 27, R6 released (Biggest bug-fix release so far)
Nov 12, R7 released
Nov 28, R8 released
Dec 19, R9 released
Dec 29, R10 released

Feb 28, R11 released

http://quicken.intui...h/GEN85043.html

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Bob, I keep getting an update every other day it seems for the past two weeks. Is it just me? It seems to be the same update so maybe its not applying...

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Probably some glitch, foe.

 

I'd download the R11 patch and update manually.

 

If you run Scheduled Updates, don't enter the password at startup.

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